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Join nabtrade for a fortnightly series, outlining strategies to build your wealth. For more insights, visit nabtrade.com.au/insights.
Episodes
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
- The threat of Covid’s new variants, and how science is responding
- Opportunities in global healthcare, and how they’ve been affected by the pandemic
- Which sectors are most undervalued, and
- Emerging technologies and their potential.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Thursday Jul 15, 2021
Thursday Jul 15, 2021
Talk of rising inflation has been threatening to knock share markets off their record highs, but many investors have no real experience of a high inflation environment. Is it really a big deal, and should investors be positioning for a downturn?
Fidelity’s global cross asset specialist Anthony Doyle joins Your Wealth to discuss:
- What central banks really fear (and it’s not rising inflation)
- Why inflation can be low while your expenses keep rising well ahead of your income
- How the experience of the 1970s has shaped recent policy decisions
- Which assets and markets are likely to thrive if inflation starts to rise, and
- How to ensure you’re well positioned, whichever way the numbers go.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
The start of a new financial year brings new tax and super rules, and an opportunity to reset your goals and investment portfolio. So how do you make the most of this time, to ensure you’re set for next 30 June, and the years ahead?
Co-founder of the Switzer Report Paul Rickard joins nabtrade to discuss:
- How new super rules could affect you, and what you can do about it
- Strategies to improve your portfolio’s performance
- Opportunities to ensure your tax position is optimised for 30 June, and
- How to ensure your long term investment strategy aligns with your goals, and you stay on track.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Jun 16, 2021
Wednesday Jun 16, 2021
Often the greatest growth is in areas that are accessible and tangible to everyone such as the rise in tech. However, an area with a more niche demographic that shouldn’t be overlooked is e-sports - professional competitive video gaming.
Van Eck’s Damon Gosen joins us to breakdown this industry and discuss:
- The significance and magnitude of it and how it’s only just scratching the surface
- How it’s become a disruptive innovation
- The growing revenue channels including sponsorship, media rights and streaming
- Stocks you could invest in to capitalise on this opportunity, and
- The main drivers of this industry.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
Morningstar’s Mark LaMonica describes himself as a ‘lonely bear in a bull market’ – despite having most of his wealth in equities. With decades of experience analysing markets and equities, he’s seeing signs of a bubble – or bubbles – everywhere. So what does an investor need to look out for?
As markets return to their highs, Mark joins Your Wealth to discuss:
- What finfluencers, Reddit boards and stonk memes have in common with previous bubbles
- Whether social media is feeding excessive prices for assets of all kinds
- Why the latest ‘financial experts’ are only a couple of textbook pages ahead of their students
- How lack of experience can be dangerous, and
- How to avoid the excesses, and still grow your wealth and knowledge.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday May 19, 2021
Wednesday May 19, 2021
Pundits are talking about the potential for a commodities ‘supercycle’, with iron ore and other commodities prices soaring to record levels. Yet the International Energy Agency has called for no new oil, gas or coal projects to achieve net zero by 2050. So how should investors approach materials and energy?
nab’s Head of Commodities Research Lachlan Shaw joins us again to discuss:
- His short and long term forecasts for iron ore, copper and other key commodities
- Why iron ore prices are soaring, but may fall back to earth
- What the key factors are driving the ‘supercycle’ narrative, and
- How net zero targets will affect demand for lithium, coal, gas, oil and more.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday May 04, 2021
Tuesday May 04, 2021
With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?
Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on:
- The downside risks to travel stocks, healthcare and more
- Why capital raisings may not be fully priced into share prices
- How to ensure you’re not paying too much for a great story
- Why ‘steady Eddy’ companies are still offering value, and
- Why Cochlear implant demand has soared since masks were introduced.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Thursday Apr 22, 2021
Thursday Apr 22, 2021
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?
Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
- Why the world’s best companies will keep on growing
- How his views on buying ‘value’ companies have changed
- What constitutes a great business, and how to identify its attributes, and
- Which tech opportunities should be approached with caution.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
- Why time - and home ownership - matter so much
- How Covid affected the nation’s economic and emotional well-being
- What types of debt dramatically reduce well-being
- Why your mortgage might be a source of satisfaction, not despair, and
- How to invest and spend for maximum happiness.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?
Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares:
- The key characteristics of a future winner
- Sectors and industries ripe for disruption
- Why 70% of Australia’s sharemarket is dominated by old world companies, and
- Why Tesla is their biggest share holding.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.